Jefferies
William Luna III is an experienced taxation professional with a robust career spanning several decades in state and local taxation. Currently serving as Managing Director and Head of State & Local Taxation at Jefferies LLC since March 2010, William leads the firm's state and local tax operations. Prior roles include Senior Tax Manager and Financial Services State & Local Tax Practice Leader at Grant Thornton from November 2005 to March 2010, and Managing Member at CPA TAX SOLUTIONS LLC - FASALT CONSULTING. William’s earlier experience includes senior taxation roles at Quick & Reilly and Fleet Securities, as well as significant positions at Grant Thornton, Oppenheim Appel & Dixon, and the NYC Department of Finance. William holds a BS in Public Accounting from Fordham University.
Jefferies
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Jefferies, the global investment banking firm, has served companies and investors for 60 years. Headquartered in New York, with offices in over 30 cities around the world, the firm provides clients with capital markets and financial advisory services, institutional brokerage and securities research, as well as asset and wealth management. The firm provides research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services including underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.